Purchases and Sales Made in Q2 2025 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 ETF (MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10.3K+ 243.04% |
$599K - $745K
|
14.5K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.27KNew |
$541K - $673K
|
9.27K
$674K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.08KNew |
$530K - $660K
|
9.08K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.68KNew |
$507K - $631K
|
8.68K
$632K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
8.41K+ 6.3% |
$491K - $611K
|
142K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
8.17K+ 57.99% |
$477K - $594K
|
22.3K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
7.71KNew |
$450K - $560K
|
7.71K
$561K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.61K+ 3.83% |
$445K - $553K
|
207K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.58K+ 1.6% |
$443K - $551K
|
480K
$35M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.09K+ 2.35% |
$414K - $516K
|
309K
$22.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.02K+ 20.68% |
$410K - $510K
|
41K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.27K+ 10.73% |
$366K - $456K
|
64.7K
$4.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.09KNew |
$356K - $442K
|
6.09K
$443K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.92K+ 2.64% |
$346K - $430K
|
230K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.58K+ 11.7% |
$326K - $406K
|
53.3K
$3.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.36KNew |
$313K - $389K
|
5.36K
$390K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.17K+ 4.98% |
$302K - $375K
|
109K
$7.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$280K - $349K
|
4.8K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.66K+ 3.17% |
$272K - $338K
|
151K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
4.51K+ 17.22% |
$263K - $328K
|
30.7K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.26K+ 0.88% |
$249K - $310K
|
485K
$35.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.05K+ 2.5% |
$236K - $294K
|
166K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.04K+ 21.14% |
$236K - $294K
|
23.2K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.93K+ 3.45% |
$229K - $286K
|
118K
$8.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.75K+ 0.7% |
$219K - $273K
|
540K
$39.3M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.72K+ 10.28% |
$217K - $271K
|
39.9K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.65KNew |
$213K - $265K
|
3.65K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.43KNew |
$200K - $249K
|
3.43K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.41K+ 5.08% |
$199K - $248K
|
70.5K
$5.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29K+ 100.0% |
$192K - $239K
|
6.57K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.28K+ 12.37% |
$192K - $239K
|
29.8K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.27K+ 48.7% |
$191K - $237K
|
9.97K
$726K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.24KNew |
$189K - $235K
|
3.24K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.17K+ 3.21% |
$185K - $230K
|
102K
$7.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.09K+ 7.19% |
$180K - $224K
|
46K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
2.98KNew |
$174K - $217K
|
2.98K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.93K+ 1.74% |
$171K - $213K
|
172K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.93KNew |
$171K - $213K
|
2.93K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9KNew |
$169K - $211K
|
2.9K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.81KNew |
$164K - $204K
|
2.81K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77KNew |
$162K - $201K
|
2.77K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.74K+ 10.6% |
$160K - $199K
|
28.5K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.66K+ 27.08% |
$156K - $194K
|
12.5K
$910K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.66K+ 82.12% |
$156K - $194K
|
5.91K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.58K+ 5.72% |
$150K - $187K
|
47.6K
$3.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.47K+ 6.34% |
$144K - $179K
|
41.4K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.38K+ 4.14% |
$139K - $173K
|
59.7K
$4.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.29K+ 22.67% |
$134K - $166K
|
12.4K
$901K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.18K+ 2.49% |
$127K - $159K
|
89.7K
$6.53M
|